Tech Sector's Historical EPS And Revenue Growth Heading Into Q2 '24 Earnings
Seeking Alpha · 21h ago
Investors Rotate Out Of Tech Just Ahead Of Big Tech Earnings
Seeking Alpha · 1d ago
Weekly Report: what happened at IDGT last week (0715-0719)?
Weekly Report · 1d ago
Thematic Mid-Year Update: What's Next For AI And Geopolitics
Seeking Alpha · 3d ago
U.S. Equities: Broadening And Grinding Higher
Home Market Outlook Today's Market U.S. Equities: Broadening And Grinding Higher. The economic strength that has delayed Fed cuts should support a positive backdrop for corporate earnings. The narrowness of the equity rally to date remains a concern for investors. Investors can look to companies, sectors, and markets with less stretched valuations to fuel the equity market rally.
Seeking Alpha · 3d ago
Where Investors Are Starting To Turn Their Attention As Big Tech Loses Steam
MoneyTalk's Anthony Okolie talks with David Sekera, Chief U.S. Market Strategist with Morningstar Research. Sekera says the US markets are starting to strayed "pretty far into overvalued territory" The rotation out of big tech and into smaller-caps has been losing steam.
Seeking Alpha · 5d ago
Easing Into Elections
Seeking Alpha · 6d ago
The Curse Of The Mega Caps
Seeking Alpha · 07/16 06:55
Egypt Gets 5G Boost: Nokia Teams Up with Telecom Egypt
Nokia Oyj has disclosed a new collaboration with Telecom Egypt to introduce 5G technology to Egypt. The deal marks a transformative step in the country's telecom sector across cities like Alexandria, Aswan, Cairo, and Luxor. Nokia will deploy its AirScale 5G RAN equipment to boost capacity and coverage.
Benzinga · 07/15 09:56
Weekly Report: what happened at IDGT last week (0708-0712)?
Weekly Report · 07/15 09:49
The Week Ahead - ECB Spotlight As Fed Rate Speculations Drive Market Shifts
US inflation data lower than expected caused a significant selloff in US mega-cap tech stocks and a shift towards riskier areas of the market. The Russell 2000 surged 3.6%, marking its best day in 2024. The highlight of the week was the release of lower-than-expected US inflation data on Thursday. The week ahead brings the European Central Bank and UK inflation data.
Seeking Alpha · 07/13 04:30
22 MW Tauragė solar farm in Lithuania has reached commercial operation date
Barchart · 07/12 01:00
Weekly Report: what happened at IDGT last week (0701-0705)?
Weekly Report · 07/08 09:49
Economy Slows, Businesses Grow
Home Market Outlook Today's Market Economy Slows, Businesses Grow. We received a few more data points this week, validating the consensus view that the economy is slowing. Attention now shifts to the corporate sector, with the second quarter earnings season getting underway next week. Tech and communications services companies are the forefront of the growth projections.
Seeking Alpha · 07/06 07:38
Understanding Cloud Computing Investment Opportunities
Seeking Alpha · 07/06 05:00
U.S. Tech Stocks: Heavyweights That Move Global Markets
Seeking Alpha · 07/04 06:35
Equity Outlook: Making Way For The Magnificent Others
Global stocks posted healthy gains in the first half of 2024. Despite narrow market concentration, we see opportunities in high-quality stocks that haven't yet been rewarded. With inflation still high and equity returns concentrated, the time may be right for investors to broaden their horizons. Equity Outlook: Making way for the Magnificent Others.
Seeking Alpha · 07/03 13:41
Midyear Equity Outlook - Investing Beyond The Megacaps
Home Investing Strategy Portfolio Strategy Midyear Equity Outlook - Investing Beyond The Megacaps by Nelson Yu. The best performing sector has been technology with all of the AI powering the technology gains. Inflation has actually been more selective than the world expected. Lagging the stock market is consumer, not surprisingly.
Seeking Alpha · 07/03 12:00
Connecting The Critical Nodes
Seeking Alpha · 07/03 09:10
Buy Alert: Goldman Sachs Sees Digital Realty Trust Thriving on AI Surge and Tight Market Conditions
Goldman Sachs analyst James Schneider initiated coverage on Digital Realty Trust, Inc. With a Buy rating and a price target of $175. The analyst says he observes robust secular demand trends, propelled by AI and hyperscaler demand. DLR stock has gained over 32% in the past year.
Benzinga · 07/01 18:00
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